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Toronto Dominion Bank

597 hedge funds and large institutions have $52.6B invested in Toronto Dominion Bank in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 247 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $219M | Put options by funds: $179M

6% more capital invested

Capital invested by funds: $49.8B → $52.6B (+$2.83B)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

0.03% less ownership

Funds ownership: 49.63%49.6% (-0.03%)

6% less funds holding

Funds holding: 634597 (-37)

29% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 247

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

Holders
597
Holders Change
-37
Holders Change %
-5.84%
% of All Funds
12.97%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.15%
New
51
Increased
176
Reduced
247
Closed
79
Calls
$219M
Puts
$179M
Net Calls
+$40.7M
Net Calls Change
-$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
H
426
HoyleCohen
California
$292K
KS
427
Karpas Strategies
Connecticut
$292K
XSC
428
X-Square Capital
Puerto Rico
$291K
IWC
429
Integrated Wealth Concepts
Massachusetts
$291K +$279K +4,959 New
MF
430
Magnetar Financial
Illinois
$290K -$435K -7,729 -61%
Baird Financial Group
431
Baird Financial Group
Wisconsin
$285K -$29.7M -527,815 -99%
LFG
432
LifePlan Financial Group
Ohio
$278K
SDAM
433
Shulman DeMeo Asset Management
New York
$274K
CGL
434
Clarius Group LLC
Washington
$273K +$263K +4,677 New
AL
435
Aspiriant LLC
California
$270K -$62.9K -1,118 -19%
SBL
436
Sargent Bickham Lagudis
Colorado
$268K +$29.6K +527 +13%
FAAS
437
First Allied Advisory Services
California
$266K -$181K -3,211 -41%
IPW
438
Inlet Private Wealth
Florida
$264K
ASN
439
Advisory Services Network
Georgia
$264K +$131K +2,331 +106%
OC
440
Oppenheimer & Co
New York
$263K -$40.6K -721 -14%
NA
441
NewEdge Advisors
Louisiana
$262K +$29.9K +531 +13%
SBIA
442
Sheaff Brock Investment Advisors
Indiana
$260K +$1.63K +29 +0.7%
GWM
443
Geneos Wealth Management
Colorado
$260K +$12.2K +217 +5%
CPIG
444
Chicago Partners Investment Group
Illinois
$254K
CB
445
Commerce Bank
Missouri
$253K -$26.7K -474 -10%
IAA
446
Independent Advisor Alliance
North Carolina
$246K -$5.01K -89 -2%
BHWM
447
Bay Harbor Wealth Management
Maryland
$246K
TL
448
TrueWealth LLC
Georgia
$239K -$5.91K -105 -3%
MC
449
Miles Capital
Iowa
$237K -$42.4K -753 -16%
AF
450
Arrow Financial
New York
$235K

TD Hedge Fund Activity: Q2 2019 in Review

597 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2019, worth a combined $52.6B — up 5.7% from $49.8B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of TD and 51 opened new positions — a net loss of 28 holders — while 247 trimmed existing stakes and 176 added.

The largest buyer was Royal Bank of Canada, adding an estimated $727M. The largest seller was Bank of Montreal, cutting an estimated $297M.

  • 597 institutional investors held Toronto Dominion Bank (TD) as of Q2 2019, down from 634 in Q1 2019.
  • Funds reported $52.6B of Toronto Dominion Bank stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 51 funds opened new Toronto Dominion Bank positions in Q2 2019 and 79 closed out, a net change of -28 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2019 was Royal Bank of Canada, an estimated $727M added.
  • The largest Toronto Dominion Bank seller in Q2 2019 was Bank of Montreal, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2019.